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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,394 | $39,132+26.2% | $57,196-13.6% | $62,881-21.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.30% | 9.24%-8.9pp | 14.59%-14.3pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,207 | $1,874+17.8% | $2,683-17.7% | $2,281-3.2% |
| Participant deferral / active EE | $3,672 | $2,374+54.7% | $3,096+18.6% | $3,203+14.7% |
| Admin fee / account holder | $2,346 | $2,594-9.6% | $3,141-25.3% | $4,296-45.4% |